Salesforce made usable, not just functional
Unlock greater ROI with an experienced, high-caliber team that brings clarity to complex data and delivers Salesforce solutions built for long-term success.
The Boutique Advantage:
High-Touch, High-Expertise
VeriPoint is an elite team of experienced strategists, developers and solution architects. Most of our clients come to us looking for a more consistent and experienced approach to Salesforce and analytics. Since our founding in 2002, we’ve built deep expertise in advanced analytics while continuously evolving alongside the Salesforce platform to deliver cohesive, high-impact solutions.
Deep Expertise
Every team member brings 15+ years of Salesforce consulting experience.
Proven Approach
Disciplined execution grounded in precision, patience, and strategic thinking.
Lasting Impact
Systems built to be durable, scalable, and truly manageable for your team.
Specialized Solutions for Complex Challenges
Solution Design
Here at VeriPoint, we broaden the scope beyond just Salesforce to include comprehensive integration architecture that aligns with your business workflows and systems. This service includes our Signature Org Inventory, a proprietary 300-point metadata-driven inspection of your Salesforce environment. Much like a bumper-to-bumper check for a vehicle, we identify hidden technical debt, best practice misalignments, risky workflows, and "gotchas" before they can derail your next major project.
Salesforce Best Practice Implementation
Getting Salesforce set up the right way from the start makes all the difference. Instead of relying on patchwork fixes and workarounds, the focus is on building a system that actually aligns with how Salesforce is designed to work. That means untangling fragmented processes, simplifying the experience for your team, and turning your CRM back into something people want to use. The end result is a cleaner, more intuitive setup across Sales Cloud, Service Cloud, and Digital Experience, one that drives real adoption and delivers on the investment you made.
Salesforce Development
Salesforce development remains a distinct service for clients seeking specialized, senior-level development resources for complex challenges. We don't just "check boxes"; we build robust, durable solutions that are standards-based and scalable. Whether you need custom functionality or advanced automation, we ensure every line of code serves a specific business vertical.
Advanced Salesforce Support & Enablement
Replacing the traditional "Super Admin" model, we provide advanced support to bridge the gap between technical functionality and user experience. We specialize in Lightning Experience UX, cleaning up cluttered record layouts to make the system intuitive for your team. Our "Enablement" approach focuses on comprehensive training designed to reduce your dependency on outside consultants, empowering your staff for post-launch self-sufficiency.
Data & Systems Integration
Integrations should do more than just simply connect fields, they should make your entire ecosystem work together seamlessly. Instead of surface-level fixes, the focus is on thoughtful data modeling and architecture that actually supports how your business operates. Whether it’s Salesforce, legacy systems, or your accounting platform, everything is connected in a way that’s reliable and easy to manage. And with built-in monitoring, your team stays in control, able to catch issues early, recover quickly, and keep data flowing even when something unexpected happens.
Marketing Automation
Marketing automation works best when it feels connected, not siloed. Instead of layering on more tools, our focus is on bringing everything together into a system that actually supports how your teams generate and nurture leads. Whether it’s Salesforce platforms like Account Engagement or third-party platforms such as HubSpot, the goal is to simplify fragmented processes, improve how data flows between marketing and sales, and create a more consistent experience from first touch to close. With the right structure in place, your marketing technology becomes something that drives real growth, not just more complexity.
Leveraging AI for Efficiency
We utilize AI as a powerful efficiency tool to maximize project results and streamline workflows. However, technology never replaces intuition; every AI-driven output is subject to expert human oversight and refined by our senior consultants to ensure it meets our rigorous standards for accuracy and strategic alignment.
Strategy-First, Delivery-Focused
We don’t guess; we strategize. Using our Crawl-Walk-Run philosophy, we ensure that deep discovery and clear documentation happen before a single line of code is written, or any optimization is made.
Crawl
Walk
Run
Seeing the Finish Line: A Holistic View of Your Success
At VeriPoint, we bring value by remaining highly aware of your entire business lifecycle, moving beyond isolated technical tasks or marketing leads. We maintain a constant “eye on the prize” by managing the full client journey from initial engagement through to final delivery. This holistic perspective allows us to see the finish line before we even get there, ensuring that every project phase is intentionally designed to deliver sustainable, long-term success.
Industries
Featured Industries:
Our deep history in advanced analytics provides us with unique compliance and process instincts. We speak the language of your industry, whether it’s understanding HIPAA in Healthcare, General Ledger reconciliation in Financial Services, or complex SKUs in Manufacturing.
- Channel Sales
- Dealer Solutions
- Healthcare
- Financial Services
- Manufacturing
- Higher Education
- Non-Profit
Technology
- Validity Suite
- Cloudingo
- Apsona
- XL-Connector
- Config Workbook
- Metazoa
- Jitterbit
- And more!
- Mulesoft Composer
- CData – DBAmp
- Informatica
- And more!
- Account Engagement
- Marketing Cloud
- HubSpot
- Constant Contact / SharpSpring
- Active Campaign
- And more!
- GearSet
- Capado
- Claude
- Notebook LM
- And more!
- FormAssembly
- Nintex
- PandaDoc
- Conga
- Gravity Forms
- FormStack
- Unbounce
- And more!
Leadership
At VeriPoint, you work directly with our senior leadership, not a revolving door of junior analysts.
Ida Lau
Ida is the Founder and Principal of VeriPoint, serving as the strategic lead for the firm since its inception in 2002. With over 20 years of consulting experience, she specializes in leading deep discovery sessions that untangle complex "messes" left behind by larger firms. Her unique background in building custom systems for advanced analytics allows her to see around corners for clients in highly regulated industries. Outside of technical architecture, Ida is an avid rock climber; she brings that same methodical, "step-by-step" focus to every project, ensuring no detail is overlooked before a successful go-live.
Craig Dinsmore
Craig brings a wealth of high-level technical expertise to VeriPoint, having previously served as a CIO. A certified Salesforce Administrator and Consultant, he has mastered the platform over more than 15 years of active consulting. Craig is VeriPoint’s lead for "bulletproof" data and accounting integrations, specializing in connecting Salesforce to complex legacy environments like AS/400 and SQL through middleware such as MuleSoft, CData, and Informatica. When he isn’t syncing data, Craig is an avid fly fisherman, a passion that reflects the patience and strategic preparation he applies to every integration challenge.
Heather Gavek
Heather is a Senior Consultant for VeriPoint, dedicated to the mantra that Salesforce should be "usable, not just functional". With over 15 years of experience and certifications as both an Administrator and Consultant, she focuses on Super Admin support and Enablement. Heather excels at optimizing Lightning Experience UX, automating processes with Flow, and training client teams to be entirely self-sufficient post-launch. Her commitment to project stamina is mirrored in her personal life as a Spartan Beast competitor, a discipline that demands the same grit and determination required for large-scale digital transformations.
Phillip Tearse
Phil is a Senior Consultant on VeriPoint’s elite team, contributing more than 15 years of specialized Salesforce consulting expertise. He plays a critical role in facilitating the "Crawl-Walk-Run" methodology, ensuring that strategy-first documentation is in place before hands-on development begins. Phil is also a practitioner of jiu-jitsu and an experienced climber. These disciplines inform his professional approach to strategic flow and methodical execution, helping clients navigate the complexities of their Salesforce environments with calm and precision.
certifications
Testimonials
They came in, fixed what needed fixing, and delivered a solution we could actually trust. That's just who they are, a true long-term partner who grows with us and is always there when we need them.”
“One of the things we value most about VeriPoint is that they've been our constant through every team change.
Staff comes and goes, but VeriPoint is always there — onboarding new team members, getting them up to speed, and making sure our Salesforce org stays in good hands no matter who's sitting in the seat.”
“VeriPoint doesn't just solve problems and move on. They take the time to explain the why behind what they build, and they've consistently guided our team toward best practices we wouldn't have known to ask for.
Over the years, our internal team has genuinely grown because of that relationship.”